Investing Discipline is Built During Downturns
Market volatility can be difficult and psychologically taxing. In this blog, we discuss data surrounding historical volatility and strategies around the mental game.
Ch-ch-ch-changes (to the tax code): Will we lose the Backdoor Roth IRA and Mega Backdoor Roth IRA in 2022? Kelsey Lyman, Director of Operations, Convergence Financial Roth IRAs are a favorite account among financial advisors and investors...
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2019 Market Outlook
LPL Research Presents Outlook 2019 Fundamental. How to focus on what really matters in the markets. 2019 Market Outook #getready
The Most Wonderful Time of the Year?
The holiday season is among us and while you may think it is the most wonderful time of the year, what does your financial advisor have to say? Travis has a few words on the subject.
Welcome Kyle Elliott
The growth continues at Convergence Financial with the addition of Kyle Elliott to our team!